Adirondack Small Cap Fund
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Adirondack Small Cap Fund Employees
Convene Conference Centers August 2014 - Present
Convene Conference Centers June 2013 - July 2014
Adirondack Small Cap Fund August 2013 - May 2014
International Business Association January 2013 - May 2014
American Marketing Association January 2013 - May 2014
Bloomberg LP August 2012 - May 2014
Ithaca College August 2011 - December 2013
UD On Campus August 2012 - December 2012
Marketing Werks May 2012 - August 2012
CC-CS January 2012 - May 2012
Skills
Social Media, Customer Service, Promotions, Event Management, Mac, Microsoft Office, PowerPoint, Word, Excel, Spanish, Social Media Marketing, Customer Relations, Public Speaking, Facebook, Online Marketing, HTML, Photography, English, Blogging, Microsoft Word, Teamwork, Advertising, Budgets, Email Marketing, Social Networking, Time Management, Fundraising, Management
Education
Ithaca College 2010 — 2014
Bachelors Degree, Marketing and International Business
Universidad de Alicante 2012 — 2012
International Business
Horace Greeley High School 2006 — 2010
High School Diploma
Pioneer Financial July 2013 - July 2014
Pioneer Financial May 2013 - July 2013
Adirondack Small Cap Fund May 2012 - July 2012
Berkshire Bank May 2012 - July 2012
Skills
Community Outreach, Research, Event Planning
Education
Hamilton College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Philosophy
Elmira Business Institute August 2013 - Present
Family Members January 2006 - January 2014
CFA Institute Research Challenge September 2012 - February 2013
NYPAPaintball.com January 2010 - May 2012
Adirondack Small Cap Fund September 2011 - April 2012
Binghamton University Finance Society September 2011 - November 2011
Broome Community College August 2008 - December 2008
EXIT Realty Homeward Bound May 2005 - May 2006
Uptown Transportation January 2002 - June 2005
Skills
Microsoft Office 2010, Microsoft Office 2007, Research, Problem Solving, Microsoft Office, Teamwork, Investments, Public Speaking, Asset Management, Valuation, Financial Modeling, Budgeting, Forecasting, Private Equity, Venture Capital, Financial Analysis, Visual Basic, Fundamental Analysis, Equity Research, Equities, Leadership, Accounting, Budgets, Portfolio Management, Office 2010, Customer Service, Microsoft Excel, Microsoft Word, Start-ups, Strategy, Investment Strategies, DCF, Asset Allocation, Management
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2013
Master of Science (M.S.), Finance, GPA: 3.57/4.00
Binghamton University - School of Management 2010 — 2012
Bachelor of Science (B.S.), Management, Concentration in Finance, GPA: 3.45/4.00
Broome Community College 2007 — 2009
Associate of Science (A.S.), Business Administration, GPA: 3.75/4.00
New York State Education Department 1998 — 1998
High School Equivalency Diploma
Broome Tioga BOCES Department of Continuing Education 1998 — 1998
Certificate, Computer Repair Technician Program
MasterCard August 2014 - Present
Senior Class Cabinet August 2013 - May 2014
Habitat For Humanity May 2011 - May 2014
Ithaca College Information Technology Services January 2011 - May 2014
School of Business Peer Advisors February 2011 - January 2014
Business Link May 2011 - December 2013
MasterCard Advisors May 2013 - August 2013
Adirondack Small Cap Fund August 2012 - April 2013
Time Warner Cable August 2012 - November 2012
Digital Place-based Advertising Association [DPAA] May 2012 - August 2012
Skills
Web Pages, PowerPoint, Excel, Teamwork, Leadership, Written & Oral..., Works Well in Groups, Social Networking, Public Speaking, Social Media, Fundraising, Spanish, Microsoft Office, Social Media Marketing, Microsoft Word, WebEx, MRI Software, CMS, Marketing Strategy, Strategic Media Planning, Microsoft Outlook, Microsoft Excel, Time Management, Marketing, Market Research, Training, Facebook, Management
Education
Ithaca College 2010 — 2014
B.A., Business Administration
University of Alicante 2012 — 2012
International Business
Indian Hills High School 2006 — 2010
Trive Capital August 2015 - Present
Harris Williams & Co. June 2013 - July 2015
J.P. Morgan June 2012 - August 2012
Adirondack Small Cap Fund April 2011 - August 2011
Marriott & Co., LLC February 2011 - May 2011
Skills
Leveraged Finance, Valuation, Corporate Finance, Equities, Capital Markets, LBO, Microsoft Word
Education
University of Richmond 2009 — 2013
BSBA, Finance
Multinational Brokerage Firm July 2014 - Present
Real Time Portfolio Management II August 2013 - May 2014
Ithaca College Investment Club August 2012 - May 2014
Adirondack Small Cap Fund October 2013 - April 2014
PineBridge Investments June 2013 - August 2013
Nate Shinagawa for Congress August 2012 - November 2012
Scott & Stringfellow LLC August 2009 - January 2010
Skills
Valuation, Finance, Analysis, Management, Investments, Hedge Funds, Nonprofits, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Social Media, Access, Integration, Financial Modeling, Public Speaking, Facebook, Mutual Funds, Bloomberg
Education
Ithaca College
Bachelor of Science (B.S.), Business Administration; Finance; Economics
Sherando
PwC July 2012 - Present
PwC June 2011 - August 2011
Vogel Consulting Group, LLC January 2011 - April 2011
Adirondack Small Cap Fund 2011 - 2011
General Electric June 2010 - August 2010
Schenectady County Chamber of Commerce June 2008 - August 2008
Skills
Accounting, Internal Controls, Internal Audit, SAP ERP, ERP Oracle, IT Audit, Computer Operations, SOX 404, SSAE16, Sarbanes-Oxley Act, CPA, Data Analysis, Sarbanes-Oxley, SEC filings, US GAAP, SAS70, SSAE 16, Assurance, SEC Filings
Education
Marquette University 2008 — 2012
Bachelor of Science in Business Administration, Accounting, Finance and Information Technology
Arista Investment Advisors July 2015 - Present
Yono's and dp An American Brasserie January 2015 - June 2015
Hearst Digital Media September 2014 - December 2014
iPayment Tri-State, LLC June 2014 - September 2014
Retail Gaming Solutions May 2012 - May 2014
Tri-City ValleyCats, Inc. May 2012 - August 2012
Siena College June 2011 - August 2012
Adirondack Small Cap Fund 2011 - June 2012
Colonie Golf and Country Club May 2011 - August 2011
Sidney Albert Albany Jewish Community Center June 2008 - August 2010
Skills
Teamwork, Social Networking, Sports, Marketing Strategy, Leadership Development, PowerPoint, Communication, Public Speaking, Marketing, Microsoft Word, Microsoft Excel, Leadership, Fundraising, Facebook, Microsoft Office, Organizational..., Social Media Marketing, Event Planning, Sports Writing, Spanish, Google Adwords, Social Media, Time Management
Education
The University of Connecticut 2010 — 2014
Bachelor of Arts (BA), Political Science and Government
Guilderland High School 2006 — 2010
High Honors
Ayco, a Goldman Sachs Company August 2015 - Present
Adirondack Small Cap Fund June 2014 - August 2014
Burnt Hills-Ballston Lake Maintenance Department June 2012 - August 2013
Burnt Hills-Ballston Lake Maintenance Department June 2012 - August 2013
ARAMARK June 2010 - July 2013
Skills
Mathematics, Financial Analysis, Leadership, Economics, Personal Budgeting, Exceptional Listener, Travel, Soccer, Cultural Awareness, Corporate Finance, Team Building, Microsoft Word, PowerPoint, Facebook, Entrepreneurship, Microsoft Excel, Microsoft Office, Customer Service, Public Speaking
Education
SUNY Oswego 2012 — 2015
NBT Bank June 2015 - Present
NBT Bank June 2014 - May 2015
Ameriprise Financial Services, Inc. February 2014 - May 2014
The Ayco Company, L.P., a Goldman Sachs Company July 2013 - September 2013
VB/Research March 2013 - June 2013
Union College VITA Site January 2013 - March 2013
Adirondack Small Cap Fund December 2011 - January 2013
Retail Gaming Solutions June 2012 - September 2012
New York State Office of the Attorney General June 2011 - August 2011
Skills
Market Research, Financial Analysis, Portfolio Management, Team Leadership, Statistics, Access, Data Analysis, EViews, Public Speaking, Leadership, Analysis, Microsoft Word, PowerPoint, Microsoft Office, Research, Social Media, Databases, Gretl, Income Tax
Education
Union College 2010 — 2014
B.A., Economics
Bethlehem Central High School 2006 — 2010
Ayco, a Goldman Sachs Company March 2015 - Present
Gaotime January 2014 - July 2014
Adirondack Small Cap Fund August 2013 - January 2014
Macalester College January 2013 - May 2013
Jim Graves for Congress September 2012 - November 2012
Skills
VBA, Matlab, LaTeX, Python, Stata, R Studio
Education
Macalester College 2009 — 2013
Bachelor of Arts (B.A.), Economics, Chinese
London School of Economics and Political Science 2011 — 2012
General Course, Department of Philosophy and the Scientific Method
Albany High School 2004 — 2009
International Baccalaureate
Manchester Homes, LLC February 2013 - Present
WC Management Group Inc. February 2013 - Present
Adirondack Small Cap Fund April 2006 - Present
LDM Management Group, Inc. January 2007 - February 2013
Manchester Associates, Ltd. January 1995 - January 2007
Ecology and Environment, Inc May 1990 - September 1994
Skills
Homebuilder, Land Development, Construction, Real Estate Development, Property Management, Strategic Planning, Project Management, Zoning, Contract Negotiation, Real Estate, Investment Properties, Microsoft Office, Residential Homes, Sellers, Construction Management, Selling, Property, Real Estate Transactions, Sales
Education
SUNY at Buffalo 1986 — 1990
Bachelor of Science (BS), Civil Engineering
Amsterdam High School 1982 — 1986